Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Corey Walsh is an investment advisor representative at Cambridge Investment Research Advisors, Inc. with over 12 years of experience in the financial services industry. Kevin has a Series 6, 7, 24, 63, and 65 licenses. Kevin currently has registrations in 24 states and 2 FINRA firms and focuses on insurance/benefits/human resources, investments, and trading. Kevin's experience includes previous roles at Lincoln Financial Securities Corporation, Lincoln Financial Advisors Corporation, and Lincoln Financial Distributors, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
02/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Charlotte NC)
NC
10/03/2011 - 01/06/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (CHARLOTTE NC)
NH
09/12/2013 - 05/10/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
10/06/2010 - 10/03/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CONCORD NH)
IA
Issued 06/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2015
Series 4 - Registered Options Principal Examination
BC
Issued 04/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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